INRO — ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF

Ownership history in Imprint Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Imprint Wealth LLC reported a position in ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF (INRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.8% (2025 Q3)
Avg. % of fund
0.6%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,570 -5,364 -67.6% 0.39% $83K $32.11
2025 Q3 INITIATED 7,934 — — 0.80% $251K $31.54
% of Fund (quarterly)    INRO price (monthly, adj. close)

Other funds also holding INRO

As of 2025 Q4 — sorted by position size

Stonebrook Private Inc. 2.63% Spectrum Planning & Advisory Services Inc. 3Y 1.52% EQ LLC 3Y 1.03% Concurrent Investment Advisors, LLC 0.0% Sunbelt Securities, Inc. 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% BlackRock, Inc. 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% Parallel Advisors, LLC 3Y 7Y 0.0%
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